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Training program
2
Objective
The object of this subject is to teach more about
hydraulics and its areas of application.
3
Introduction
The controlled movement of parts or a
controlled application of force is a common
requirement in the industries.
These operations are performed mainly by using
electrical machines or diesel, petrol and steam
engines as a prime mover.
Hydraulics
The study of hydraulics deals with system
operated with hydraulic oil media to impart
power or to control power.
Hydraulic power is the power that is transmitted
by pressurized oil.
It may be used to power machines or to control
or to regulate machines.
Power
Oil tank / Pressurized Control
source Actuator
reservoir oil valve
(Pump)
Basic principles
7
Historical review
Actual advancement of Oil Hydraulics started
from the end of 17th Century. In 1648, a French
Physicist, Pascal, discovered a fundamental law
underlying the whole science of Hydraulics.
Its a two-part statement as given here:
Pressure at any point in a static fluid is the same
in every direction,
Pressure exerted on a confined fluid is
transmitted equally in all directions, acting with
equal force on equal areas.
8
formula:
FORCE FORCE = PRESSURE X
AREA
AREA
Pressure
Pressure is defined as the force per unit area.
P=F/A
The SI unit for pressure is Pascal (Pa),
1Pa =1N /m^2
The unit for pressure is also Bar (bar), kg / cm2,
1 bar=1.019368kg/cm2
1kg/cm2=0.9810bar
1bar = 105 Pa
10
Pressure
Pressure occurs in fluid when it is subjected to
force.
A force F is applied to an enclosed fluid via a
piston area A
This result in a pressure P in the fluid.
Increasing the force increase the pressure P in
direct proportion.
Decreasing the area also increase pressure P
Pressure in the fluid can therefore be define as the
force acting per unit are, or:
11
Hydraulic systems.
The hydraulic systems consists a number of parts for its
proper functioning.
These include storage tank, filter, hydraulic pump, pressure
regulator, control valve, hydraulic cylinder, piston and leak
proof fluid flow pipelines.
It consists of:
cylinder
storage tank
Filter
electric pump
pressure regulator
control valve
leak proof closed loop piping.
15
Hydraulic systems...
The storage/fluid tank is a reservoir for the liquid used
as a transmission media.
The liquid used is generally high density incompressible
oil. It is filtered to remove dust or any other unwanted
particles and then pumped by the hydraulic pump.
The capacity of pump depends on the hydraulic system
design. These pumps generally deliver constant volume
in each revolution of the pump shaft. Therefore, the fluid
pressure can increase indefinitely at the dead end of the
piston until the system fails.
18
Hydraulic systems....
The pressure regulator is used to avoid such
circumstances which redirect the excess fluid back to
the storage tank.
The movement of piston is controlled by changing
liquid flow from port A and port B.
The cylinder movement is controlled by using control
valve which directs the fluid flow.
The leak proof piping is also important due to safety,
environmental hazards and economical aspects.
19
Types of Hydraulics
The place held by hydraulics in (modern)
automation technology illustrates the wide range
of applications for which it can be used.
A basic distinction is made between:
Stationary hydraulics
Mobile hydraulics
20
Stationary hydraulics
Stationary hydraulics is fixed at one station where all the
activities are carried out at the same station. Stationary
hydraulics is used in machine tool applications.
The following application areas are important for
stationary hydraulics:
Production and assembly machines of all types
Transfer lines
Lifting and conveying devices
Presses
Injection moulding machines
Rolling lines
Lifts
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Mobile hydraulic
Mobile hydraulic systems move on wheels or tracks,
for example, unlike stationary hydraulic systems
which remain firmly fixed in one position.
A characteristic feature of mobile hydraulics is that
the valves are frequently manually operated.
Typical application fields for mobile hydraulics
include:
Construction machinery
Excavators, elevating platforms
Lifting and conveying devices
Agricultural machinery
22
Industrial hydraulics
Industrial: Plastic
processing machineries,
steel making and primary
metal extraction
applications, automated
production lines,
machine tool industries,
paper industries, loaders,
crushes, textile
machineries, R & D In modern CNC controlled machine tools, tools and
equipment and robotic work pieces are clamped by means of hydraulics.
systems etc. Feed and spindle drives may also be effected
using hydraulics.
24
Mobile hydraulics
Mobile hydraulics:
Tractors, irrigation
system, earthmoving
equipment, material
handling equipment,
commercial vehicles,
tunnel boring equipment,
rail equipment, building
and construction
machineries and drilling
rigs etc.
25
Automobile hydraulics
Automobiles: It is
used in the systems
like breaks, shock
absorbers, steering
system, wind shield,
lift and cleaning etc.
26
Marine hydraulics
Marine applications:
It mostly covers
ocean going vessels,
fishing boats and
navel equipment.
27
Aerospace hydraulics
Aerospace equipment:
There are equipment and
systems used for rudder
control, landing gear,
breaks, flight control and
transmission etc. which
are used
in airplanes, rockets and
spaceships.
28
Hydraulic Pump
A pump is the heart of the hydraulic system, convert
mechanical energy into hydraulic energy.
Main purpose of the pump is to create the flow of oil
through the system & thus assist transfer of power &
motion.
The combined pumping and driving motor unit is
known as hydraulic pump.
The hydraulic pump takes hydraulic fluid (mostly some
oil) from the storage tank and delivers it to the rest of the
hydraulic circuit.
In general, the speed of pump is constant and the pump
delivers an equal volume of oil in each revolution.
37
Hydraulic Pump
The hydraulic pumps are characterized by its flow rate
capacity, power consumption, drive speed, pressure
delivered at the outlet and efficiency of the pump.
The pumps are not 100% efficient.
The efficiency of a pump can be specified by two ways:
One is the volumetric efficiency which is the ratio of actual
volume of fluid delivered to the maximum theoretical
volume possible.
Second is power efficiency which is the ratio of output
hydraulic power to the input mechanical/electrical power.
The typical efficiency of pumps varies from 90-98%.
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Hydraulic Pump
The hydraulic pumps can be of two types:
centrifugal pump
reciprocating pump
39
Centrifugal pump
Centrifugal pump uses rotational
kinetic energy to deliver the fluid.
The rotational energy typically
comes from an engine or electric
motor.
The fluid enters the pump impeller
along or near to the rotating axis,
accelerates in the propeller and
flung out to the periphery by
centrifugal force as shown in
figure.
In centrifugal pump the delivery is
not constant and varies according
to the outlet pressure.
40
Centrifugal pump
These pumps are not suitable for high pressure
applications and are generally used for low-
pressure and high-volume flow applications.
The maximum pressure capacity is limited to
20-30 bars.
Most of the centrifugal pumps are not self-
priming and the pump casing needs to be filled
with liquid before the pump is started.
41
Pump
Hydrodynamic
Hydrostatic
(Non-Positive
(Positive displacement)
displacement)
44
Gear Pumps
Gear pump is a robust and simple positive
displacement pump. It has two meshed gears
revolving about their respective axes.
The rigid design of the gears and houses allow
for very high pressures and the ability to pump
highly viscous fluids.
They are suitable for a wide range of fluids and
offer self-priming performance.
48
Gear Pumps
Based upon the design, the gear pumps are
classified as:
External gear pumps
Lobe pumps
Internal gear pumps
Gerotor pumps
49
Lobe Pump
Lobe pumps work on the
similar principle of
working as that of
external gear pumps.
However in Lobe pumps,
the lobes do not make
any contact like external
gear .
Lobe contact is prevented
by external timing gears
located in the gearbox.
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Lobe Pump
54
Lobe Pump
Similar to the external gear pump, the lobes
rotate to create expanding volume at the inlet.
Now, the fluid flows into the cavity and is
trapped by the lobes. Fluid travels around the
interior of casing in the pockets between the
lobes and the casing.
Finally, the meshing of the lobes forces liquid to
pass through the outlet port.
55
Applications
Lobe pumps are frequently used in food applications
because they handle solids without damaging the
product.
Large sized particles can be pumped much
effectively than in other positive displacement types.
As the lobes do not make any direct contact
therefore, the clearance is not as close as in other
Positive displacement pumps.
This specific design of pump makes it suitable to
handle low viscosity fluids with diminished
performance.
56
Piston pumps
Piston pumps are meant for the high-pressure
applications. These pumps have high efficiency and
simple design and needs lower maintenance.
These pumps convert the rotary motion of the input
shaft to the reciprocating motion of the piston. These
pumps work similar to the four stroke engines.
They work on the principle that a reciprocating piston
draws fluid inside the cylinder when the piston retracts
in a cylinder bore and discharge the fluid when it
extends.
These pumps are positive displacement pump and can be
used for both liquids and gases.
57
Combination Pump
Two basic requirements for load lifting or load
applying by a hydraulic ram.
First, there is a need of large volume of fluid at a
low pressure when the cylinder extends or
retracts. The low pressure is required to
overcome the frictional resistance.
The second requirement is that a high pressure
is needed, when the load is gripped.
66
Combination Pump
67
Combination Pump
In this system two separate pumps are driven by a
common electrical motor.
Pump P1 is a high pressure low volume pump and
pump P2 is a high volume low pressure pump.
The hydraulic system is associated with relief valves
RV1 and RV2 and a one-way check valve CV1.
This kind of arrangement allows the fluid flow from
left to right.
This kind of arrangement saves energy as the large
volume of fluid from pump P2 is returned to the
tank at a very low pressure, and only a small volume
of fluid from pump P1 is returned at a high pressure.
Hydraulic Fluid & Properties
69
Good Lubricity
The component in a hydraulic system contain
many surface which are in close contact and
which move in relation to each other. The
hydraulic fluid must separate and lubricate such
surfaces. Protection against wear is a principal
reason for selecting a fluid having good
lubrication characteristics as a hydraulic
medium.
74
Flash Point
The flash point of a hydraulic oil is defined as
the temperature at which flashes will be
generated when oil is brought into contact with
any heated matter, e.g., a heat stick.
Low flash point oils are not use as Hydraulic Oil.
76
Fire Resistant
Fire resistance is one of the properties that is
optional in a good usable hydraulic fluid.
The commonly used hydraulic liquid are
petroleum derivative, and consequently they
burn vigorously once they pass the point.
For critical application, artificial or synthetic
hydraulic fluid are used which have high fire
resistances. Various grades of fluids with high
water content are also available now a days for
oil hydraulic system.
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PUMP ACTUATOR
HYDRAULIC MACHINE 84
PUMP ACTUATOR
HYDRAULIC MACHINE 85
PUMP ACTUATOR
HYDRAULIC MACHINE 86
PUMP ACTUATOR
HYDRAULIC MACHINE 87
PUMP ACTUATOR
HYDRAULIC MACHINE 88
PUMP ACTUATOR
HYDRAULIC MACHINE 89
PUMP ACTUATOR
HYDRAULIC MACHINE 90
PUMP ACTUATOR
HYDRAULIC MACHINE 91
PUMP ACTUATOR
HYDRAULIC MACHINE 92
PUMP ACTUATOR
HYDRAULIC MACHINE 93
PUMP ACTUATOR
HYDRAULIC MACHINE 94
PUMP ACTUATOR
HYDRAULIC MACHINE 95
PUMP ACTUATOR
HYDRAULIC MACHINE 96
PUMP ACTUATOR
HYDRAULIC MACHINE 97
PUMP ACTUATOR
HYDRAULIC MACHINE 98
PUMP ACTUATOR
Hydraulic POWER PACK
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Power Pack
The hydraulic power unit
P T
(power supply unit) provides
the energy required for the
hydraulic installation. Its most
important components are
The reservoir (tank) , Ts
Drive (electric motor),
Hydraulic pump,
Pressure relief valve ,
Filter and cooler.
The hydraulic power unit may
also act as a carrier for other
devices (gauges, directional
control valves).
Hydraulic Symbols
Why we need Hydraulic Symbols ?
102
SCHEMATIC REPRESENTATION
103
M
110
M
DCV
Filter
Tank
Sanjay Humania
20-01-2016
111
112
Hydraulic Actuators
The fluid discharged by the pump is directed to
the hydraulic actuator. The actuator convert the
pressure energy of the fluid into mechanical
energy. There are 3 basic type of hydraulic
actuator.
The actuators convert the fluid pressure to a
suitable linear or rotary motion.
Linear motion Hydraulic cylinder
Rotary motion Hydro motor
Rotary motion Semi-rotary actuator
131
Hydraulic cylinders
A hydraulic cylinder is a device, which
converts fluid power into linear mechanical force
and motion. It usually consists of a movable
element, a piston and a piston rod operating
within a cylindrical bore.
132
Cushioning Cylinder
145
Telescopic cylinder
Often cylinder & rod length does not fit in the
machine. In that case the piston rod is also used as a
piston barrel and a second piston rod is used.
These kinds of cylinders are called telescopic
cylinders. If we call a normal rod cylinder single
stage, telescopic cylinders are multi-stage units of
two, three, four, five or more stages.
In general telescopic cylinders are much more
expensive than normal cylinders. Most telescopic
cylinders are single acting (push). Double acting
telescopic cylinders must be specially designed and
manufactured.
149
Telescopic cylinder
Hydraulic Motors
151
Hydraulic Motors
In hydraulic system generally hydraulic motor
provide rotational movement. A hydraulic motor
transform hydraulic energy into mechanical energy
which is applied to a resistance object by means of a
shaft connected with the motor.
Hydraulic motor closely resemble hydraulic pumps
in construction & size. The only difference is that
instead of pushing the fluid as the pump does, in
hydraulic motor the rotating elements(i.e. vanes,
gear, piston, etc.) are pushed by the oil pressure to
enable the motor shaft to rotate & thus develop the
necessary turning torque & continuous rotational
motion.
152
Hydraulic valves
The pressure energy is fed to the actuator
through a number of control block called valves.
Various type of valve are used in hydraulic
system to control or regulate the flow medium.
Basically valves are expected to control:
Direction
Pressure
Flow
Other special functions.
158
FLOW
Pipe connections
The pipe connections i.e. inlet and outlet ports to
the valve are indicated by lines drawn on outside
of the box and right angle to the horizontal line .
The first position from left indicates the rest,
initial or neutral position when the valve is not
actuated.
The second position or square from left indicates
actuated position.
163
Pipe connections
Single position (initial)
Way/position
Way Valve Ports Positions
2/2 2 (1 input , 1 output) 2
3/2 3 (1 input, 1 output, 1 tank) 2
4/2 4 (1 input, 2 output, 1 tank) 2
4/3 4 (1 input, 2 output, 1 tank) 3
166
Pre-fill valve
202
Pre-fill valve
Pre-fill valve are large size
hydraulic pilot operated check
valve. They are used mainly to
pre fill large cylinder volumes
and to isolate the main
working circuit under
pressure.
203
Flow rate
Flow rate is the term used to
describe the volume of liquid
flowing through a pipe in a
specific period of time. For
example, approximately one
minute is required to fill a10
litre bucket from a tap. Thus,
the flow rate amounts to 10
l/min.
204
Flow rate
In hydraulics, the flow rate is designated as Q.
The following equation applies:
Q =Flow rate
V = Volume
t = time
205
Non-pressure compensated
unidirectional flow control valve
In most fluid power
application needle valve with
integrated check valve is used
to control the flow rate. This
enable a regulated flow in one
direction with free flow in the
reverse direction.
212
Non-pressure compensated
unidirectional flow control valve
213
Meter in circuit
In this type of circuit, the valve is located in the
pressure line leading to the work cylinder.
The flow entering into the work cylinder is first
controlled through the valve.
Meter in circuit are generally used when the
load characteristics are constant & positive. For
free reverse flow, generally a check valve is
provided parallel to the flow control valve.
For example: A hydraulic table feed on a surface
grinder would require controlled rate of travel.
218
It can be used
To relive excessive pressure / to protect pump /
other parts
To limit the system pressure
As a back pressure valve / counterbalancing
valve
As a sequence valve
246
3 way Pressure
Reducing & Relief valve
This valve is combination of 2 way pressure
regulator & PRV
251
3 way Pressure
Reducing & Relief valve
252
3 way Pressure
Reducing & Relief valve
253
Deceleration valve
A deceleration flow control valve gradually reduce
its flow rate to provide deceleration of the heavy
loads. On some machine it is desirable to have a
skip-feed arrangement. This is accomplished by
having a cam operated deceleration valve.
The cam operated deceleration valve is connected in
parallel with the meter-out flow control valve to
provide an adjustable minimum flow when the main
flow path is closed.
Rapid forward movement will take place when the
valve is in the open condition. Cam on the slide act
to close the valve gradually.
254
Deceleration valve
255
Deceleration valve
Flow from the rod end of the cylinder is
gradually restricted & this will slow down the
movement & the feed phase starts.
Return speed is at the maximum when flow from
the pump to end bypasses the flow control valve
by flowing through the check valve.
256
Deceleration valve
257
Shutoff valve
Others components
259
PRESSURE GAUGE
This gauge is sometimes known as Bourdons
pressure gauge as it employs a Burdon Pressure
Tube.
It is a phosphor-bronze tube oval in section and
circular in form. When pressure is applied to the
tube, its tends to straighten and this move of the
tube is transferred to a needle or pointer through a
link, sector arm & a pinion assembly.
The pressure can be read out from the pointer
scanning a graduated dial.
The accuracy of the pressure gauge should be within
(+) or (-) 1 to 2% of the reading value.
261
Accumulator
Hydraulic accumulator is an accessory of a hydraulic
system
A hydraulic accumulator is a pressure storage reservoir
in which a non-compressible hydraulic fluid is held
under pressure by an external source.
The external source can be a spring, a raised weight, or a
compressed gas. An accumulator enables a hydraulic
system to cope with extremes of demand using a less
powerful pump, to respond more quickly to a temporary
demand, and to smooth out pulsations. It is a type of
energy storage device.
266
Bladder type
The three types of gas-charged
accumulators are bladder,
piston and diaphragm.
The most popular of these is
the bladder type. Bladder
accumulators feature fast
response (less than 25
milliseconds), a maximum gas
compression ratio of around
4:1 and a maximum flow rate
of 15 liters (4 gallons) per
second.
271
Regenerative Circuit
A regenerative circuit is used to speed up the
extending speed of a double acting hydraulic
cylinder. Both ends of the hydraulic cylinder are
connected in parallel so that one port of the four
way valve is blocked.
When the DCV is shifted to its left mode, the
fluid bypasses the DCV and enters into the rod
end of the cylinder. Fluid in the blank end drains
back to the tank through the DCV as the cylinder
retracts.
276
Regenerative Circuit
Normal circuit:
277
Meter in circuit
281
3 way Pressure
Reducing & Relief valve
285
Counterbalance Application
286
Counterbalance Application 2
288
Hardening furnace
Single-acting cylinder [Ex 2]
The cover of a harden furnace
is to raised by a single acting
cylinder. The cylinder is
activated by a 3/2 way valve. A
9 kg weight is attached to the
cylinder to represent the load.
What are the necessary
components?
Draw the hydraulic circuit
diagram.
Practical assembly of circuit.
296
Hardening furnace
Single-acting cylinder [Ex 2]
297
Bulkhead door
Hydraulic clamping of a cylinder [Ex 6]
A double-acting cylinder is
used to open and close a
bulkhead door. Closing must
be carried out smoothly and at
a constant adjustable speed.
The speed is adjusted by
means of a one-way flow
control valve. A pressure relief
valve must be fitted to provide
counter-holding and prevent
the heavy door from pulling
the piston rod out of the
cylinder during the closing
operation.
304
Bulkhead door
Hydraulic clamping of a cylinder [Ex 6]
305